Apps and Integrations https://help.smartsheet.com/ en Access premium apps from the Launcher https://help.smartsheet.com/articles/2479091-access-premium-apps-templates-launcher <span class="field field--name-title field--type-string field--label-hidden">Access premium apps from the Launcher</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>When you select an app from the Launcher, it will always open a new browser tab. </p> <p><img alt="Launcher icon in the left panel" data-entity-type="file" data-entity-uuid="8bed324a-0bdb-4b2c-ac3f-9534259025b8" src="/sites/default/files/inline-images/Launcher_3.png" width="460" height="254" loading="lazy" /></p> <p>If you don't see the apps you expect in the Launcher, visit <a href="/articles/2479106">Review, manage, and log in to apps and integrations manually.</a> </p> <hr /><h3>What you can access from the Launcher</h3> <p>The following table lists apps and integrations that you’ll be able to open from the Launcher. </p> <table align="left" border="1" cellpadding="1" cellspacing="1" class="inline-width tablesaw tablesaw-stack" data-tablesaw-mode="stack" data-tablesaw-minimap=""><thead><tr><th class="text-align-left" scope="row" style="width: 91px;" role="columnheader" data-tablesaw-priority="persist">App or integration</th> <th scope="col" style="width: 717px;" role="columnheader">Description</th> </tr></thead><tbody><tr><td style="width: 91px;"><a href="/articles/2476776">Calendar App</a></td> <td style="width: 717px;">Build flexible, customizable, and shareable calendars using your Smartsheet data.</td> </tr><tr><td style="width: 91px;"><a href="/articles/2476746">Control Center</a>*</td> <td style="width: 717px;">Manage the entire lifecycle of your program and all of the projects and processes that are part of it.</td> </tr><tr><td style="width: 91px;"><a href="/articles/2476796">DataMesh</a></td> <td style="width: 717px;">Provides lookup functionality between sheets and facilitates data consistency.</td> </tr><tr><td style="width: 91px;"><a href="https://help.smartsheet.com/articles/2482375-about-data-shuttle">Data Shuttle</a></td> <td style="width: 717px;"> <p>You can import data automatically from enterprise software systems like CRM, ERP, databases, etc., directly into Smartsheet. Smartsheet supports CSV, Excel, and Google Sheets files for upload. You can also use Data Shuttle to offload data as an attachment to a Smartsheet Sheet or to an external cloud source.</p> <p>Smartsheet.gov users can upload data only.</p> </td> </tr><tr><td style="width: 91px;"><a href="/articles/2478391">Dynamic View</a></td> <td style="width: 717px;">Share sections of a sheet or report without having to share the source item.</td> </tr><tr><td style="width: 91px;"><a href="/articles/2476736">Pivot App</a></td> <td style="width: 717px;">Summarize and dynamically refresh data that you’ve stored in a sheet or report.</td> </tr></tbody></table><p> </p> <p> </p> <p><br />  </p> <p> </p> <p> </p> <p> </p> <p> </p> <p> </p> <p> </p> <p> </p> <p>For information about how to obtain Smartsheet premium apps, contact <a href="https://www.smartsheet.com/contact-us-sales?fts=solution-center-pivot">Smartsheet Sales.</a></p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>gwyneth.casazz…</span></span> <span class="field field--name-created field--type-created field--label-hidden"><time datetime="2019-03-11T10:58:21-07:00" title="Monday, March 11, 2019 - 10:58" class="datetime">Mon, 03/11/2019 - 10:58</time> </span> <div class="micro-embedded capabilities-embedded"> <h2>Permissions</h2> <div class="help-card-body"> <div class="micro-content"><p>Everyone has access to the Launcher. What you can access from the Launcher depends on your plan and permissions level for each app. </p> </div> <div class="micro-footer"> <p>Find out if this capability is included in <a href="/regions-capability-differences">Smartsheet Regions</a> or <a href="/articles/2480681">Smartsheet Gov</a>.</p> </div> </div> </div> <div class="micro-embedded applies-to-embedded"> <h2>PLANS</h2> <div class="help-card-body"> <div class="applies-to-products"> <ul> <li class="micro-content">Smartsheet</li> </ul> </div> <div class="micro-footer"> <p>For more information about plan types and included capabilities, see the <a href="https://www.smartsheet.com/pricing">Smartsheet Plans</a> page.</p> </div> </div> </div> <div class="clearfix text-formatted field field--name-article-subhead field--type-text-long field--label-hidden field__item"><p>The Launcher gives you easy access to premium apps and other resources, right from a menu in Smartsheet. You’ll find the Launcher in the lower left corner of the Smartsheet window.</p> </div> Mon, 11 Mar 2019 17:58:21 +0000 gwyneth.casazza@smartsheet.com 2479091 at https://help.smartsheet.com Receive alerts and requests in Slack https://help.smartsheet.com/articles/2476711-smartsheet-slack-notification <span class="field field--name-title field--type-string field--label-hidden">Receive alerts and requests in Slack</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>For example, when a task becomes blocked, channel notifications can keep the entire team informed.</p> <p>Also, with the Smartsheet bot in Slack, you can receive notifications in Slack just like you do in email. Once configured, you can receive mention notifications and requests directly in Slack. For example, you can approve budget spending on a project without leaving Slack.</p> <p><span class="important">You can only receive alerts and requests in a public/private Slack channel with the Smartsheet EU for Slack integration. You can’t receive personal notifications, requests and @mentions via the Smartsheet bot if you have Smartsheet EU for Slack. For more information about all the capabilities, features, and services currently supported in the EU, see the <a href="https://help.smartsheet.com/articles/2482793-regions-capabilities">Capabilities available in Smartsheet | Regions</a> page.</span></p> <hr /><h3><a id="beforeyoubegin"></a>Before you begin</h3> <p>You can set Slack alerts to go to public or private Slack channels. Before you can receive alerts in Slack, you need to create a workflow for your channel and add the Smartsheet bot to any private channels. </p> <h4>To add the Smartsheet bot to a private Slack channel: </h4> <ol><li aria-level="1">Go to the private Slack channel you want to use. </li> <li aria-level="1">Type @Smartsheet to add the Smartsheet bot. </li> </ol><p>You can now select the channel when you configure alerts.</p> <h4>Create an automated workflow</h4> <p><a href="https://help.smartsheet.com/articles/2479256">Customize the content of your alerts and requests</a> to keep your team in sync and up to date by providing access to the most important information.</p> <h4>Install the integration from the Slack App Directory</h4> <p>Based on your organization's <a href="https://slack.com/help/articles/202035138-Add-apps-to-your-Slack-workspace">configurations</a>, your Slack Admin may or may not need to install the <a href="https://smartsheet.slack.com/apps/A9AESRU12-smartsheet">Smartsheet for Slack integration</a> or the <a href="https://login.microsoftonline.com/common/oauth2/v2.0/authorize?prompt=login&amp;response_mode=form_post&amp;response_type=code%20id_token&amp;nonce=CzOjZPQhsRkudl46eDzi&amp;client_id=68af659c-8971-4741-b1dd-dba1570f3086&amp;scope=offline_access%20openid%20profile%20Team.ReadBasic.All%20Channel.ReadBasic.All%20User.Read%20TeamsAppInstallation.ReadWriteForTeam">Smartsheet EU for Slack integration</a> for you to receive notifications in a Slack channel. </p> <p>Installation requires the Slack desktop app as opposed to the Slack browser app.</p> <hr /><h3><a id="directmessage"></a>Receive alerts and requests as direct messages</h3> <p>Connect the two apps to receive Smartsheet alerts (notifications, update requests, approval requests) as Slack direct messages.</p> <p>With the Slack app open:</p> <ol><li aria-level="1"> <p>In the left panel, select <strong>Apps</strong>.</p> </li> <li aria-level="1"> <p>In the search bar at the top, type <strong>Smartsheet</strong>, and select the Smartsheet bot. You may need to submit a request to your organization’s Slack admin to enable the bot. </p> </li> <li aria-level="1"> <p>Type anything to the bot to start a conversation with it. When prompted, select <strong>Allow Access</strong>.</p> </li> <li aria-level="1"> <p>Sign in to your Smartsheet account and select <strong>Allow</strong>.</p> </li> </ol><p>Once you see the success page and the bot sends you the message You’re all set up!, you can take action on update requests, approval requests, notifications, and reminders from Smartsheet.</p> <p>Existing alerts and actions now go to Slack (in addition to the Notification Center and email inbox), but you can <a href="https://help.smartsheet.com/articles/2476551">configure how you receive notifications from Smartsheet</a>.</p> <p>Type help in a direct message to the bot to learn more.</p> <h4>Unregister from Smartsheet notifications</h4> <p>You have two methods to stop receiving future alerts and actions messages in Slack:</p> <p><strong>In Slack (desktop or mobile):</strong></p> <ul><li>Type <strong>unregister</strong> in a direct message to the Smartsheet bot.</li> <li>The bot confirms that you’ve successfully unregistered and will no longer send direct messages to you.</li> </ul><p><strong>In Smartsheet:</strong></p> <ol><li>Select your <strong>Profile image</strong> in the upper-right corner of the Smartsheet window.</li> <li>Select <strong>Apps &amp; Integrations.</strong>A window appears with a list of all integrations that are connected to your Smartsheet account.</li> <li>Locate<strong> Slack integration</strong> and select <strong>Revoke.</strong></li> </ol><p>After revoking access, you’ll no longer receive notifications in Slack.</p> <hr /><h3><a id="appearance"></a>How alerts and requests appear in Slack</h3> <p>Alerts provide different information based on whether one or multiple rows have been added or updated. Update and approval requests are only sent as direct messages.</p> <h4>Single row</h4> <p><img alt="View of a single-row notification" data-entity-type="file" data-entity-uuid="16832814-8484-488e-8c30-b4387abe34af" src="/sites/default/files/inline-images/SlackAlert_0.png" width="645" height="387" loading="lazy" /></p> <p>Here’s what you see in an alert or request based on a single row:</p> <ul><li>The kind of change, if any, (new row, updated row) in <strong>bold</strong> text</li> <li>The Primary column </li> <li>Up to four cells that were added or changed can be displayed, starting from the leftmost cell on the row</li> <li><strong>Symbols</strong> and <strong>images</strong> in the grid are displayed as text values (an image filename is displayed instead of the image).</li> </ul><p>Select the sheet name to be taken to the specific row in Smartsheet.</p> <h4>Multiple rows</h4> <p><img alt="View of the multi-row notification." data-entity-type="file" data-entity-uuid="cf802497-18e7-4905-8901-0031166d341d" src="/sites/default/files/inline-images/SlackRows_0.png" width="497" height="285" loading="lazy" /></p> <p>For an alert or request based on multiple rows, you see a summary notification:</p> <ul><li>Notifications only: The kind of change (new rows, updated rows)</li> <li>Number of rows involved in the alert or request.</li> </ul><p>Select the <strong>sheet name</strong> to be taken to the sheet in Smartsheet.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>Shaine Greenwood</span></span> <span class="field field--name-created field--type-created field--label-hidden"><time datetime="2018-02-22T12:54:42-08:00" title="Thursday, February 22, 2018 - 12:54" class="datetime">Thu, 02/22/2018 - 12:54</time> </span> <div class="micro-embedded applies-to-embedded"> <h2>PLANS</h2> <div class="help-card-body"> <div class="applies-to-products"> <ul> <li class="micro-content">Smartsheet</li> <li class="micro-content">Pro</li> <li class="micro-content">Business</li> <li class="micro-content">Enterprise</li> </ul> </div> <div class="micro-footer"> <p>For more information about plan types and included capabilities, see the <a href="https://www.smartsheet.com/pricing">Smartsheet Plans</a> page.</p> </div> </div> </div> <div class="clearfix text-formatted field field--name-article-subhead field--type-text-long field--label-hidden field__item"><p>With Smartsheet and Slack integration, you can set an automated workflow to notify a Slack channel when there are changes in Smartsheet.</p> </div> Thu, 22 Feb 2018 20:54:42 +0000 Shaine Greenwood 2476711 at https://help.smartsheet.com Review, manage, and log in to apps and integrations manually https://help.smartsheet.com/articles/2479106-view-manage-apps-integrations <span class="field field--name-title field--type-string field--label-hidden">Review, manage, and log in to apps and integrations manually</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>If you don’t see what you’re looking for in the Launcher, you can search your app from the Apps list in Smartsheet. </p><p>Make changes in the Apps list to influence what shows up in the Launcher. For example, if you don't see an expected tile or it isn't in the Launcher at all, log in to the app from the Apps list to make it reappear.<br /> </p><hr /><h3>View the Apps list in Smartsheet</h3><ol><li>On the left <strong>Navigation Bar</strong>, select <strong>Account </strong>&gt; <strong>Apps &amp; Integrations</strong>.</li><li>Select <strong>Apps</strong>. <br /><img alt="Apps tab in Personal Settings form" data-entity-type="file" data-entity-uuid="f3913352-02b3-4a83-8a3b-8c743a43e913" height="318" src="/sites/default/files/inline-images/3934%20Personal%20Settings%20form.PNG" width="545" loading="lazy" /></li></ol><p>The list shows all apps you’ve logged in to, even if you don’t have access to use them. For example, you might not have access to an app because you or your Smartsheet Admin decided to stop including a certain app in your plan.</p><h3>Log in to an app from the Apps list</h3><p>To log in to an app from the list, select the app name. Then follow the login prompts.</p><h3><strong>Remove an app tile from the Launcher</strong></h3><p>For certain apps, you can control whether you want to continue to see them in the Launcher.</p><p> </p><p class="note">If your entire organization has a license for an app, you can't remove it from the Launcher.</p><h4>To remove an app tile from the Launcher</h4><ol><li>On the left <strong>Navigation Bar</strong>, select <strong>Account</strong> &gt; <strong>Apps &amp; Integrations</strong>.</li><li>From the list of apps, locate the name of the app that you want to remove from the Launcher, and select <strong>Revoke</strong>.<ul><li>doesn't show up anymore, and its tile won't appear in the Launcher.</li></ul></li></ol></div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>gwyneth.casazz…</span></span> <span class="field field--name-created field--type-created field--label-hidden"><time datetime="2019-03-19T12:31:05-07:00" title="Tuesday, March 19, 2019 - 12:31" class="datetime">Tue, 03/19/2019 - 12:31</time> </span> <div class="micro-embedded applies-to-embedded"> <h2>PLANS</h2> <div class="help-card-body"> <div class="applies-to-products"> <ul> <li class="micro-content">Smartsheet Advance Package</li> </ul> </div> <div class="micro-footer"> <p>For more information about plan types and included capabilities, see the <a href="https://www.smartsheet.com/pricing">Smartsheet Plans</a> page.</p> </div> </div> </div> <div class="clearfix text-formatted field field--name-article-subhead field--type-text-long field--label-hidden field__item"><p>Use the <strong>Launcher</strong> option in your rail to access and log in to Premium Apps. </p></div> Tue, 19 Mar 2019 19:31:05 +0000 gwyneth.casazza@smartsheet.com 2479106 at https://help.smartsheet.com Gain valuable insight with the Smartsheet for Tableau integration https://help.smartsheet.com/articles/2478366-smartsheet-integration-tableau <span class="field field--name-title field--type-string field--label-hidden">Gain valuable insight with the Smartsheet for Tableau integration</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>Import Smartsheet data into Tableau and combine data from other business-critical systems to help your whole team gain valuable analytics insights. The integration is built on the Tableau Web Data Connector (WDC) technology, which won't require your IT team to install or maintain any additional software.</p> <p>With Smartsheet for Tableau, you can:</p> <ul><li>Pull data from multiple sheets or reports from Smartsheet into a single Tableau report as an Extract</li> <li>Create complex joins across multiple sheets and other solutions into a Tableau Dashboard</li> <li>Publish Tableau Reports containing Smartsheet data on Tableau Server or Tableau Online</li> </ul><h3>Before you begin: Secure the integration requirements</h3> <p style="line-height:1.38">Any licensed Smartsheet user on a Business or Enterprise plan can use the integration. Make sure you meet these requirements: </p> <ul><li aria-level="1">Make sure you have a valid Tableau license</li> <li aria-level="1">Install Tableau Desktop (Version 10.4 or higher), and your data can be hosted on Tableau Online or Tableau Server</li> <li aria-level="1">Use the integration with any supported Mac or Windows operating system<br /> Not sure if you've got the right specs? Make sure you meet the technical requirements. Check out Tableau's <a href="https://www.tableau.com/products/techspecs">device requirements</a>.  </li> <li aria-level="1">Connect Smartsheet with Tableau</li> </ul><h3>Connect Smartsheet and Tableau</h3> <ol><li aria-level="1" style="list-style-type:decimal">Log in using your Smartsheet credentials.</li> <li aria-level="1">Select <strong>Allow</strong> when prompted with the Allow Access message to give the integration access to your Smartsheet items. </li> <li aria-level="1">Select an existing sheet or report from your Smartsheet account.</li> <li aria-level="1">To control how your text/number columns in Smartsheet appear in Tableau, select your <a href="http://smartsheet-platform.github.io/odbc-docs/#advanced-options-menu">data retrieval mode</a>: <ul><li aria-level="2"><strong>Always return text: </strong>All columns will be imported as text. <ul><li aria-level="3">Any blank cells within a column will be considered text and will cause a column to be imported as text. Consider using <strong>Use majority rule</strong> option in this case.</li> </ul></li> <li aria-level="3"><strong>Use majority rule:</strong> This returns numeric results only if more than half the column inputs are numeric, discarding all non-numeric input.</li> <li aria-level="3"><strong>Use entirety rule:</strong> This returns numeric results only if 100% of the column inputs are numeric. Otherwise, the system returns all results as text.</li> </ul></li> <li aria-level="1">Optional: Import metadata from your sheet or report. When you import metadata, it includes the following: <table border="1" cellpadding="1" cellspacing="1" style="width: 500px;" class="tablesaw tablesaw-stack" data-tablesaw-mode="stack" data-tablesaw-minimap=""><thead><tr><th class="text-align-center" scope="col" role="columnheader" data-tablesaw-priority="persist">Attachment count</th> <th class="text-align-center" scope="col" role="columnheader">Row ID</th> </tr></thead><tbody><tr><td>Child IDs</td> <td>Row number</td> </tr><tr><td>Discussion count*</td> <td>Parent ID</td> </tr><tr><td>Discussion text*</td> <td>Sheet ID</td> </tr><tr><td>Duration in seconds</td> <td>Sheet name</td> </tr><tr><td>Outline Level</td> <td>Workspace ID</td> </tr><tr><td>Predecessor ID</td> <td>Workspace Name</td> </tr><tr><td>Predecessor labels</td> <td> </td> </tr></tbody></table><br /> *These metadata refer to sheet-level and row-level comments.</li> <li aria-level="1">Select OK to complete the configuration and import your data into Tableau as an extract.</li> </ol><p>Once your Smartsheet data syncs to Tableau, you'll see the Data Sources screen in Tableau. You can add more data sources on the Data Sources screen or begin building your worksheet in Tableau.</p> <p>To load the data you imported and see your results, select <strong>Update Now</strong>. </p> <h3>Publish data to Tableau Server or Tableau Online</h3> <p>Once you've designed your dashboard or workbook in Tableau, you can publish your data source for other Tableau users to view.</p> <h4>Add the WDC to the safe list</h4> <p style="line-height:1.38"><span class="note">This is for Tableau Server only.</span></p> <p>Before you can publish Smartsheet data to Tableau Server, a Tableau Server Administrator will need to <a href="https://onlinehelp.tableau.com/current/server/en-us/datasource_wdc.htm#before-running-connectors">add the Web Data Connector to the safe list</a>:</p> <ul><li aria-level="1">Doing this will allow connections from <em>https://tableau.smartsheet.com/tableau</em> to your Tableau Server.</li> <li aria-level="1">When adding the WDC to Tableau Server safe list, include the Port number 443 in the <em>--URL</em> portion of the <strong>tsm data-access web-data-connectors add</strong> command.</li> </ul><h4>Embed your credentials in your published workbook</h4> <ol><li>In Tableau Desktop, open the workbook you would like to publish.</li> <li>Select <strong>Server</strong> &gt; <strong>Publish Workbook</strong>.</li> <li>Make any necessary changes to your publish settings, and select Edit in the <strong>Data Sources</strong> pane.</li> <li>In the <strong>Authentication</strong> list, select <strong>Embedded</strong>.<br /><span class="note">This allows for refreshing using the embedded credentials of this connection.</span></li> <li>Select <strong>Publish</strong>.</li> </ol><h3>Refresh the Smartsheet data in Tableau</h3> <p>After you've connected Smartsheet as a data source, to pick up any new changes from your sheet or report, you can:</p> <ul><li>Refresh data manually, or </li> <li>Set a refresh schedule. </li> </ul><h4>Manual refresh in Tableau Desktop</h4> <p>To refresh all data and pull in any new changes from Smartsheet, select the <strong>Run Update</strong> icon on the top toolbar.</p> <p>If the Run Update icon is unavailable (appears grayed out), select <strong>Data</strong> &gt; <strong>Refresh All Extracts</strong> to update all data sources at once instead.</p> <h4>Set a refresh schedule</h4> <p><span class="note">This is for Tableau Server only.</span></p> <p style="line-height:1.38; margin-bottom:13px">You can also create a custom refresh schedule when you publish workbooks connected to your Smartsheet for Tableau Extracts.</p> <p>If your published workbook isn't refreshed within 14 days, you'll need to republish it.</p> <h3>Resources on Tableau</h3> <p>Here are a few external resources on how to use Tableau:</p> <ul><li><a href="https://onlinehelp.tableau.com/current/guides/get-started-tutorial/en-us/get-started-tutorial-home.html">Getting Started with Tableau Desktop</a>: 8-step training tutorial which will help you understand the basic features and functions of Tableau Desktop</li> <li><a href="https://www.tableau.com/learn">Tableau Training Videos</a>: Free training videos offered by Tableau to help create workbooks and share your work with others</li> </ul><p><span class="note">If you have any questions related to using Tableau, contact <a href="https://www.tableau.com/support/case">Tableau Support</a>.</span></p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>Shaine Greenwood</span></span> <span class="field field--name-created field--type-created field--label-hidden"><time datetime="2018-09-19T09:07:07-07:00" title="Wednesday, September 19, 2018 - 09:07" class="datetime">Wed, 09/19/2018 - 09:07</time> </span> <div class="micro-embedded capabilities-embedded"> <h2>Permissions</h2> <div class="help-card-body"> <div class="micro-content"><p>Both a Smartsheet license and a Tableau license is required to set up the Smartsheet for Tableau integration. </p> </div> <div class="micro-footer"> <p>Find out if this capability is included in <a href="/regions-capability-differences">Smartsheet Regions</a> or <a href="/articles/2480681">Smartsheet Gov</a>.</p> </div> </div> </div> <div class="micro-embedded applies-to-embedded"> <h2>PLANS</h2> <div class="help-card-body"> <div class="applies-to-products"> <ul> <li class="micro-content">Smartsheet</li> <li class="micro-content">Business</li> <li class="micro-content">Enterprise</li> </ul> </div> <div class="micro-footer"> <p>For more information about plan types and included capabilities, see the <a href="https://www.smartsheet.com/pricing">Smartsheet Plans</a> page.</p> </div> </div> </div> Wed, 19 Sep 2018 16:07:07 +0000 Shaine Greenwood 2478366 at https://help.smartsheet.com Connect Smartsheet with Tableau (WDC) and other apps (ODBC) https://help.smartsheet.com/articles/2476166-smartsheet-live-data-connector-connect-smartsheet-and-third-party-tools-via-ODBC <span class="field field--name-title field--type-string field--label-hidden">Connect Smartsheet with Tableau (WDC) and other apps (ODBC)</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p style="background-color:#ffffff;line-height:1.575;margin-bottom:0pt;margin-top:0pt;padding:0pt 0pt 12pt 0pt;" dir="ltr">Integrate Smartsheet with Tableau and other apps.</p><h2>Integrate with other ODBC supported services</h2><p style="background-color:#ffffff;line-height:1.575;margin-bottom:0pt;margin-top:0pt;" dir="ltr">The Smartsheet Live Data Connector provides Microsoft Open Database Connectivity (ODBC) connectivity between Smartsheet and external tools. It enables you to interact with and visualize data stored in Smartsheet software such as Tableau, QlikView / QlikSense, and others.</p><p style="background-color:#ffffff;line-height:1.575;margin-bottom:0pt;margin-top:0pt;" dir="ltr">The Live Data Connector uses ODBC interface by Microsoft. The interface allows applications to access data in database management systems (DBMS) using SQL as a standard for accessing the data.</p><p style="background-color:#ffffff;line-height:1.575;margin-bottom:0pt;margin-top:0pt;" dir="ltr">Before you begin, make sure you have the latest driver. <a style="text-decoration:none;" href="http://smartsheet-platform.github.io/odbc-docs/#download">Download the latest version of the ODBC Driver</a>.</p><p style="background-color:#ffffff;line-height:1.575;margin-bottom:0pt;margin-top:0pt;" dir="ltr">Examples of using the Live Data Connector to interact with other tools include:</p><ul style="margin-bottom:0;margin-top:0;padding-inline-start:48px;"><li style="background-color:transparent;color:#212936;font-family:Arial,sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;margin-left:21pt;text-decoration:none;vertical-align:baseline;white-space:pre;" dir="ltr" aria-level="1">Create charts, graphs, pivot tables, and other visualizations in Excel with data stored in Smartsheet sheets</li><li style="background-color:transparent;color:#212936;font-family:Arial,sans-serif;font-size:12pt;font-style:normal;font-variant:normal;font-weight:400;list-style-type:disc;margin-left:21pt;text-decoration:none;vertical-align:baseline;white-space:pre;" dir="ltr" aria-level="1">Create reports in Tableau with data stored in one or more Smartsheet sheets</li></ul><p>Want to learn about the Smartsheet Live Data Connector requirements, installation requirements, and troubleshooting tips? Check out the <a style="text-decoration:none;" href="http://www.smartsheet.com/developers/odbc">Smartsheet Live Data Connector</a> documentation.</p></div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>gwyneth.casazz…</span></span> <span class="field field--name-created field--type-created field--label-hidden"><time datetime="2017-01-10T10:01:22-08:00" title="Tuesday, January 10, 2017 - 10:01" class="datetime">Tue, 01/10/2017 - 10:01</time> </span> <div class="field field--name-faq field--type-entity-reference-revisions field--label-hidden field__item"> <div id="p-id-7173" class="faq"> <div class="container"> <div class="description"> <h2>Integration FAQs</h2> </div> <div class="questions"> <div class="field field--name-field-faq-item field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="question"> <h4 class="accordion-toggle js-accordion-toggle" id="iusePowerBI">I use Power BI and can&#039;t configure ODBC</h4> </div> <div class="answer js-closed"> <p style="background-color:#ffffff;line-height:1.575;margin-bottom:12pt;margin-top:0pt;" dir="ltr">With the deprecation of Internet Explorer 11, some Power BI Desktop users can’t configure ODBC because Power BI uses IE11 for authentication and authorization. To fix this issue, update your version of Power BI.</p><ol><li>Uninstall Power BI.</li><li>Restart your computer.</li><li><a style="text-decoration:none;" href="https://www.microsoft.com/en-us/download/details.aspx?id=58494">Download </a>and reinstall Power BI. Verify you've installed the August 2021 version or newer</li><li>In the Power BI security settings select <strong>File &gt; Options &gt; Security</strong>.</li></ol><p>Activate <strong>Use my default web browser</strong>.</p><p> </p> </div> </div> </div> </div> </div> </div> </div> <div class="micro-embedded applies-to-embedded"> <h2>PLANS</h2> <div class="help-card-body"> <div class="applies-to-products"> <ul> <li class="micro-content">Smartsheet</li> <li class="micro-content">Business</li> <li class="micro-content">Enterprise</li> </ul> </div> <div class="micro-footer"> <p>For more information about plan types and included capabilities, see the <a href="https://www.smartsheet.com/pricing">Smartsheet Plans</a> page.</p> </div> </div> </div> Tue, 10 Jan 2017 18:01:22 +0000 gwyneth.casazza@smartsheet.com 2476166 at https://help.smartsheet.com Work with live Smartsheet data in Salesforce Quip https://help.smartsheet.com/articles/2476641-work-with-live-smartsheet-data-in-salesforce-quip <span class="field field--name-title field--type-string field--label-hidden">Work with live Smartsheet data in Salesforce Quip</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p class="important">The Smartsheet Live App for Quip uses the Smartsheet publishing feature to add Smartsheet items to Quip documents. Due to this, it has the potential to expose sensitive data outside of your company. To share the information in a more limited way, set more restrictive publish options as described below. For details on publishing in Smartsheet, check out the <a href="/articles/522078">Publishing Smartsheet Items</a> help article.</p><blockquote><h4>Before You Begin</h4><p>When you work with Smartsheet and Quip, you use a published version of a Smartsheet item (sheet, report, or dashboard). Before connecting Smartsheet items to Quip, make sure you meet the following requirements in both Smartsheet and Quip.</p><h4><strong>Smartsheet sharing permission requirements</strong></h4><p>You must be the Owner or have Admin-level sharing permissions to the Smartsheet item that you want to add to Quip. Check out the <a href="/articles/1155182">Sharing Permission Levels</a> article for details.</p><h4>Salesforce Quip requirements</h4><ul><li>This integration is available for the cloud instance of Quip only (not the desktop application).</li><li>Currently, only Quip admins can install Live Apps for Quip, including the Smartsheet Live App.  (Use this link to install the Live App - <a href="https://www.quip.com/install-live-app?id=TJZAjAOwCDt.).">https://www.quip.com/install-live-app?id=TJZAjAOwCDt).</a> If you're not a Quip admin, you need to contact your Quip admin and request that they install it.  <br /><br />If you need help determining who your Quip admin is, contact Quip support (support@quip.com) to get help enabling the Smartsheet Live App for your account.<br /> </li><li>You must also be <em>shared</em> to the Quip document (from within Quip) in order to add the Smartsheet Live App to it.</li></ul></blockquote><hr /><h3>Add and work with Smartsheet items in Quip documents</h3><p>To add a sheet, report, or dashboard to a Quip document:</p><ol><li>Type <strong>@Smartsheet</strong> in the body of the document where you want the Smartsheet item to be inserted and press <strong>Enter</strong> (or <strong>Return</strong>).<br /><br />A Smartsheet Live App window appears in the document, where you’ll see either your Smartsheet directory or a prompt to log in to Smartsheet.<br /> </li><li>Locate and select the item you want to add.</li><li>Choose your desired publish settings:<ul><li><p><strong>Should this be editable?</strong> You can allow sheets to be edited directly within the Quip document. </p><p class="note">Note that reports and dashboards can’t be published as editable.</p></li><li><strong>Who should be able to access it?</strong> Restrict access to only people in your account or allow <em>anyone</em> who has access to the publish link or Quip document to view it.</li></ul></li></ol><p>That’s it! After you add Smartsheet items to your Quip document, you can use Quip’s powerful comments and <strong>@mention</strong> features with sheets, reports, and dashboards.</p><h4>Copy or delete Smartsheet items from a Quip document </h4><p>To see more options (copy, cut, delete, open in Smartsheet), select the desired Smartsheet item in the Quip document and click <strong>Smartsheet</strong> at the top of the item.</p><p><img alt="quip more options" data-entity-type="file" data-entity-uuid="a92a9b04-20bd-4b2a-8a32-cf5090434d70" src="/sites/default/files/inline-images/Quip-More-Options.png" width="389" height="207" loading="lazy" /></p><h4>Sign in to your Smartsheet account from Quip</h4><p>When you add a Smartsheet item to a Quip document, you may be prompted to sign in to your Smartsheet account.</p><p>If you see the below screen when adding the Smartsheet Live App to your Quip document, click <strong>Log In</strong>.</p><p><img alt="quip sign in" data-entity-type="file" data-entity-uuid="860a7ebd-7efd-48ed-b72a-31aeb74c9dea" src="/sites/default/files/inline-images/Quip%20Sign%20In.png" width="430" height="384" loading="lazy" /><br />  </p><p>During the login process, you're asked to authenticate the use of Smartsheet with Quip. Select <strong>Allow</strong> to authorize Quip to connect with your Smartsheet account.</p></div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>Shaine Greenwood</span></span> <span class="field field--name-created field--type-created field--label-hidden"><time datetime="2017-10-25T11:20:22-07:00" title="Wednesday, October 25, 2017 - 11:20" class="datetime">Wed, 10/25/2017 - 11:20</time> </span> <div class="micro-embedded applies-to-embedded"> <h2>PLANS</h2> <div class="help-card-body"> <div class="applies-to-products"> <ul> <li class="micro-content">Smartsheet</li> <li class="micro-content">Pro</li> <li class="micro-content">Business</li> <li class="micro-content">Enterprise</li> </ul> </div> <div class="micro-footer"> <p>For more information about plan types and included capabilities, see the <a href="https://www.smartsheet.com/pricing">Smartsheet Plans</a> page.</p> </div> </div> </div> <div class="clearfix text-formatted field field--name-article-subhead field--type-text-long field--label-hidden field__item"><p>Put context around your conversations directly into Quip documents with embedded sheets, reports, and dashboards. Add a sheet from Smartsheet to a Quip word processing document, for example, to include live data of your latest estimates for a monthly budget proposal.</p></div> Wed, 25 Oct 2017 18:20:22 +0000 Shaine Greenwood 2476641 at https://help.smartsheet.com Smartsheet for Outlook add-in https://help.smartsheet.com/articles/1960482-smartsheet-app-for-outlook <span class="field field--name-title field--type-string field--label-hidden">Smartsheet for Outlook add-in</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p style="background-color:#ffffff;line-height:1.575;margin-bottom:0pt;margin-top:0pt;" dir="ltr">Easily add email messages and their attachments to Smartsheet rows or discussions, making them visible and actionable for all collaborators.</p><p style="background-color:#ffffff;line-height:1.575;margin-bottom:0pt;margin-top:0pt;" dir="ltr">The Smartsheet for Outlook add-in works with Outlook when used with a supported Microsoft account.</p><h5>Supported versions of Outlook include: </h5><ul><li aria-level="1">Outlook 2013 or newer</li><li aria-level="1">Outlook for iOS</li><li aria-level="1">Outlook for Android</li><li aria-level="1">Outlook web app (OWA)</li></ul><h5>Supported account types include:</h5><ul><li aria-level="1">Outlook.com accounts</li><li aria-level="1">All Office 365 commercial subscriptions</li></ul><p style="background-color:#ffffff;line-height:1.575;margin-bottom:0pt;margin-top:0pt;" dir="ltr">The add-in does not support Microsoft Aon-premises (locally hosted) systems.</p><p style="background-color:#ffffff;line-height:1.575;margin-bottom:0pt;margin-top:0pt;" dir="ltr">Smartsheet or Smartsheet for Gov isn’t available with Microsoft Internet Explorer 11 web browser.</p></div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>admin</span></span> <span class="field field--name-created field--type-created field--label-hidden"><time datetime="2015-04-24T13:58:57-07:00" title="Friday, April 24, 2015 - 13:58" class="datetime">Fri, 04/24/2015 - 13:58</time> </span> <div class="field field--name-faq field--type-entity-reference-revisions field--label-hidden field__item"> <div id="p-id-6642" class="faq"> <div class="container"> <div class="questions"> <div class="field field--name-field-faq-item field--type-entity-reference-revisions field--label-hidden field__items"> <div class="field__item"> <div class="question"> <h4 class="accordion-toggle js-accordion-toggle" id="installtheadd-inand">Install the add-in and connect Outlook to Smartsheet</h4> </div> <div class="answer js-closed"> <p><span style="display:none;" id="cke_bm_311S"> </span>To use the add-in, you need to install it from the Microsoft Office Store (<a style="text-decoration:none;" href="https://store.office.com/en-us/app.aspx?ui=en-US&amp;rs=en-US&amp;ad=US&amp;assetid=WA104379434&amp;appredirect=false">https://store.office.com</a>) and connect it to your Smartsheet account. Once you install the add-in, you want to connect your Outlook account with your Smartsheet account.</p><p> </p><p class="note">You only need to install the add-in from one device. After installing it once, it's also available on  any other dveice that has access.</p><p> </p><h4>Install the add-in from a computer</h4><ol><li>In the Office Store, navigate to the <a style="text-decoration:none;" href="https://store.office.com/en-us/app.aspx?ui=en-US&amp;rs=en-US&amp;ad=US&amp;assetid=WA104379434&amp;appredirect=false">Smartsheet for Outlook add-in</a> and select the <strong>Add</strong> button.</li><li>When prompted, sign in with your <a style="text-decoration:none;" href="https://help.smartsheet.com/learning-track/integrations-and-add-ons/microsoft#before">supported Microsoft account</a>. </li></ol><h4>Install from iOS or Android</h4><ol><li>In the Outlook for iOS or Outlook for Android app, select <strong>Settings &gt; Add-ins</strong>.</li><li>Tap the <strong>plus icon</strong> for Smartsheet.</li></ol><p>For instructions on installing add-ins, see <a href="https://aka.ms/addinsupport">Outlook for Mobile devices</a>.</p><h4>Connect your Outlook and Smartsheet accounts</h4><ol><li>Navigate to Outlook on the Web (<a style="text-decoration:none;" href="https://outlook.office365.com/">https://outlook.office365.com/</a>) and open an email message sent to your <a style="text-decoration:none;" href="https://help.smartsheet.com/learning-track/integrations-and-add-ons/microsoft#before">supported Microsoft email address</a>.</li><li><p>Select the Smartsheet logo <img alt="Smartsheet Logo" data-entity-type="file" data-entity-uuid="369dc3c3-eb43-4853-9596-31c5ead58c7b" src="/sites/default/files/inline-images/Screen%20Shot%202017-01-30%20at%2012.34.28%20PM.png" width="30" height="36" loading="lazy" /> in the upper-right corner of the email message to open the Smartsheet add-in panel.<br /><br /><img alt="Outlook for Web" data-entity-type="file" data-entity-uuid="24df7bdd-fad1-42f2-92b3-9a80fd3e45b3" src="/sites/default/files/inline-images/Outlook-for-Web.png" width="546" height="116" loading="lazy" /><br /><br /> </p><p class="note">If you don’t see the Smartsheet logo in the upper-right corner of the email, make sure to open an email sent to your <a href="#before">supported Microsoft email address</a>.</p><p><br /><br />The add-in panel appears on the right of the Outlook window, requesting permission to install Smartsheet for Outlook.<br /> </p></li><li>In the add in panel, select <strong>Install</strong> to provide permission to connect to your Smartsheet account.<br /><br /><img alt="Install Outlook" data-entity-type="file" data-entity-uuid="73226633-3afc-4b41-b2f0-0d6811595129" src="/sites/default/files/inline-images/Install-Outlook.png" width="316" height="209" loading="lazy" /><br /> </li><li>In the add-in panel on the right of the Outlook window, select <strong>Connect to Smartsheet</strong>.</li><li>In the window that appears, log in to your Smartsheet account and click <strong>Allow</strong>.</li></ol><p>After you’ve installed and connected it, the Smartsheet for Outlook add-in will display the Home directory from your Smartsheet account. The add-in is immediately available for you on any other <a style="text-decoration:none;" href="https://help.smartsheet.com/learning-track/integrations-and-add-ons/microsoft#before">compatible version of Outlook</a> that you have access to with your <a style="text-decoration:none;" href="https://help.smartsheet.com/learning-track/integrations-and-add-ons/microsoft#before">supported Microsoft account</a>.</p> </div> </div> <div class="field__item"> <div class="question"> <h4 class="accordion-toggle js-accordion-toggle" id="usetheSmartsheetfor">Use the Smartsheet for Outlook add-in</h4> </div> <div class="answer js-closed"> <p>Add email messages to new or existing rows in your sheet as you track work, all without leaving your Outlook inbox. Open sheets from Outlook to see your sheet data in Smartsheet.</p><h4>Access Smartsheet for Outlook from multiple versions of Outlook</h4><p>Once you’ve installed the add-in, it becomes available from any version of Outlook that you use with your <a href="#before">supported Microsoft account</a> email account. How you add email messages to sheets with the Smartsheet for Outlook add-in depends on the <a href="#before">version of Outlook</a> you’re using.</p><h4>Smartsheet for Outlook on the web</h4><ol><li>Open an email message sent to your <a href="#before">supported Microsoft email address</a>.</li><li>To display the Smartsheet panel in Outlook, select the Smartsheet logo  <img alt="Smartsheet Logo" data-entity-type="file" data-entity-uuid="58b29335-9fe8-4c42-8532-27b00e202ec1" src="/sites/default/files/inline-images/Smartsheet%20Logo.png" width="30" height="36" loading="lazy" />  in the upper-right corner of the email.<br /><img alt="Outlook for Web" data-entity-type="file" data-entity-uuid="24df7bdd-fad1-42f2-92b3-9a80fd3e45b3" src="/sites/default/files/inline-images/Outlook-for-Web.png" width="546" height="116" loading="lazy" /><br />Depending on the number of add-ins you have, you may need to select the <strong>Add-ins caret</strong> in the email next to your other add-ins, then select Smartsheet.<br /><br /><img alt="Add-Ins Caret" data-entity-type="file" data-entity-uuid="f2eb98da-fb0c-4d7b-9b75-e4d309963fd0" src="/sites/default/files/inline-images/Down-Arrow.png" width="362" height="164" loading="lazy" /></li></ol><p> </p><p class="note">If you don’t see the Smartsheet for Outlook add-in, it may need to be <a href="#install">installed</a>.</p><p> </p><h4>Smartsheet for Outlook 2013 or newer (Outlook 2016 on Mac)</h4><p>To access the add-in from the Outlook desktop application:</p><ol><li>Open an email sent to your <a href="#before">supported Microsoft email address</a>.</li><li><p>Select <strong>Add to Smartsheet</strong> in the upper-right corner of the Outlook window.<br /><img alt="Outlook Desktop" data-entity-type="file" data-entity-uuid="e4e002f5-5af8-4af8-a6a0-747136df0532" src="/sites/default/files/inline-images/Outlook%20Desktop.png" width="306" height="136" loading="lazy" /><br /> </p><p class="note">If you don’t see the Smartsheet for Outlook add-in, it may need to be <a href="#install">installed</a>.</p></li></ol><h4>Smartsheet for Outlook on iOS and Android</h4><ol><li>Select to open an email sent to your <a href="#before">supported Microsoft email address</a>.</li><li>Choose the <strong>Add-In icon</strong> <img alt="Add-In-Mobile" data-entity-type="file" data-entity-uuid="51b07e1f-e142-4ebf-bc0a-0dc821eb7ab2" src="/sites/default/files/inline-images/Add-In-Icon-Mobile.png" width="33" height="33" loading="lazy" />, then tap <img alt="Smartsheet Logo" data-entity-type="file" data-entity-uuid="4fff0a0b-718a-4748-b25e-a7b4a64c7f81" src="/sites/default/files/inline-images/Smartsheet%20Logo_0.png" width="30" height="36" loading="lazy" /><strong>Add to Smartsheet</strong>.</li><li>If you don’t see the Smartsheet for Outlook add-in, it may need to be <a href="#install">installed</a>.</li></ol> </div> </div> <div class="field__item"> <div class="question"> <h4 class="accordion-toggle js-accordion-toggle" id="addemailsandemail">Add emails and email attachments to rows</h4> </div> <div class="answer js-closed"> <p>Add emails and their attachments to new or existing rows in Smartsheet:</p><p>By default, a new comment is added to the row, using the message body of the email as the comment.</p><p> </p><p class="tip">You can click the name of the sheet at the top of the add-in panel to open it up and work on it in Smartsheet. The sheet will open in a new browser tab.</p><p> </p><p>To add email information to a sheet in Smartsheet:</p><ol><li>Open an email sent to your <a href="#before">supported Microsoft email address</a>.</li><li>Select the <strong>Smartsheet icon</strong> in the Outlook window. This varies depending on the <a href="#outlookversion">version of Outlook</a> you’re using.</li><li>In Outlook, use either of the following methods to locate and select the ​sheet to which you want to add the contents of the email:<ul><li>Type the name of the sheet in the search field at the top of the add-in panel.</li><li>Navigate through your Smartsheet Home directory below the search field in the add-in panel.</li></ul></li><li>You have the following options for adding the contents of your email to a sheet:<ul><li>Add as new row—To add the email as a new row at the bottom of the sheet, select <strong>Add New Row</strong> at the bottom of the add-in panel.</li><li>Add to existing row—To add the email to an existing row in the sheet, select the row in the add-in panel.<br /><br />The app updates to show you any existing data in the row's Primary Column. If you're adding a new row, the Primary Column will be populated with the subject of the email.</li></ul></li><li>Select<strong> Save</strong> on the bottom-right when finished. The changes will be applied to the sheet in Smartsheet immediately.</li></ol><p>Keep the following in mind as you add email information to sheets:</p><ul><li>You can select <strong>Show More</strong> to review the other columns in the sheet and edit them as needed.</li><li>By default, a new comment will be added to the row, using the message body of the email as the comment. You can modify the comment however you see fit.</li><li>If you'd like to have the email displayed in a column, rather than a comment, <strong>copy it out of the comment field</strong> and paste it into the appropriate field, then erase the information from the comment.</li><li>Any email attachments will also be uploaded to the row by default. If you don't wish to include them, de-select the checkboxes next to the attachment names.</li><li>You can select the name of the sheet at the top of the add-in panel to open it up and work on it in Smartsheet. The sheet will open in a new browser window.</li></ul> </div> </div> <div class="field__item"> <div class="question"> <h4 class="accordion-toggle js-accordion-toggle" id="openexistingsheetsfrom">Open existing sheets from Outlook</h4> </div> <div class="answer js-closed"> <p>From Outlook, you can search through sheets accessible to your Smartsheet account and open them in a new browser window. </p><p>To open a sheet from Outlook:</p><ol><li>Open an email sent to the <a href="#before">supported Microsoft</a> account that Smartsheet for Outlook is connected to.</li><li>Select the Smartsheet icon in the Outlook window. This varies depending on the version of Outlook you’re using.</li><li>In Outlook, use either of the following methods to locate and select the ​sheet you want to open:<ul><li>Type the name of the sheet in the search field at the top of the add-in panel.</li><li>Navigate through your Smartsheet Home directory below the search field in the add-in panel.</li></ul></li><li>Once you select the sheet you want, you’ll see the Primary column data of that sheet.<br /> </li><li>Select the sheet name at the top of the add-in panel. This will open the sheet in a new browser window.</li></ol><h4> </h4><hr /><h4>Smartsheet data that can't be edited from Outlook</h4><p>Certain values can't be updated in your sheet from the Outlook add-in and must be edited in your sheets directly:</p><ul><li>Any cell that contains a formula.</li><li>Any finish date or duration value on sheets that have dependencies enabled. Note that you <em>can</em> change the start date and duration values to influence the end date. To learn more about dependencies, see <a href="/articles/765727">Enabling dependencies and using predecessors</a>.</li><li>Any Contact list column which allows multiple contacts per cell.</li><li>Dropdown list columns with multi-select enabled.</li></ul> </div> </div> <div class="field__item"> <div class="question"> <h4 class="accordion-toggle js-accordion-toggle" id="troubleshoottheSmartsheetfor">Troubleshoot the Smartsheet for Outlook add-in</h4> </div> <div class="answer js-closed"> <h4>I installed the add-in but the Smartsheet icon doesn’t show up in my messages.</h4><ul><li>The Smartsheet icon <img alt="Smartsheet Logo" data-entity-type="file" data-entity-uuid="369dc3c3-eb43-4853-9596-31c5ead58c7b" src="/sites/default/files/inline-images/Screen%20Shot%202017-01-30%20at%2012.34.28%20PM.png" width="30" height="36" loading="lazy" /> appears only on emails sent to your <a href="#before">supported Microsoft</a> email address. </li><li>When in Outlook for Web, depending on the number of add-ins you have, you may need to select the <strong>Add-ins caret</strong> in the email next to your other add-ins, then select <strong>Smartsheet</strong>.</li></ul><h4>How do I know if my Microsoft account is supported?</h4><p>You can find out which Microsoft accounts are supported <a href="#before">here</a>.</p><h4>How can I find out what version of Outlook I’m using?</h4><p>You can check to see what version of Outlook you’re using in this <a href="https://support.office.com/en-us/article/What-version-of-Outlook-do-I-have-b3a9568c-edb5-42b9-9825-d48d82b2257c">Microsoft Support</a> article.</p> </div> </div> </div> </div> </div> </div> </div> <div class="micro-embedded capabilities-embedded"> <h2>Permissions</h2> <div class="help-card-body"> <div class="micro-content"><p>The Owner, Admin, or Editor permissions can add comments to Smartsheet items with the Outlook add-in.</p></div> <div class="micro-footer"> <p>Find out if this capability is included in <a href="/regions-capability-differences">Smartsheet Regions</a> or <a href="/articles/2480681">Smartsheet Gov</a>.</p> </div> </div> </div> <div class="micro-embedded applies-to-embedded"> <h2>PLANS</h2> <div class="help-card-body"> <div class="applies-to-products"> <ul> <li class="micro-content">Smartsheet</li> <li class="micro-content">Pro</li> <li class="micro-content">Business</li> <li class="micro-content">Enterprise</li> </ul> </div> <div class="micro-footer"> <p>For more information about plan types and included capabilities, see the <a href="https://www.smartsheet.com/pricing">Smartsheet Plans</a> page.</p> </div> </div> </div> <div class="clearfix text-formatted field field--name-article-subhead field--type-text-long field--label-hidden field__item"><p><span style="font-size:11pt; font-variant:normal; white-space:pre-wrap"><span style="font-family:Arial,sans-serif"><span style="color:#000000"><span style="font-weight:400"><span style="font-style:normal"><span style="text-decoration:none">Integrate your email directly into your Smartsheet workflow with the Smartsheet for Outlook add-in.</span></span></span></span></span></span></p> </div> Fri, 24 Apr 2015 20:58:57 +0000 admin 1960482 at https://help.smartsheet.com Smartsheet integration with Zapier https://help.smartsheet.com/articles/2006869-smartsheet-integration-with-zapier <span class="field field--name-title field--type-string field--label-hidden">Smartsheet integration with Zapier</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>A Zap consists of a <strong>Trigger</strong> and an <strong>Action</strong>. Whenever the Trigger happens in one app, Zapier automatically performs the action in the other app.<br /><img alt="Zapier Example" data-entity-type="file" data-entity-uuid="c8290492-19c0-4c46-8d8c-0b07ef41a704" src="/sites/default/files/inline-images/EN_-_Zapier_Example-1.png" width="595" height="260" loading="lazy" /><br /> </p><p class="note">For any questions or difficulty using Zapier, <a href="https://zapier.com/help/contact-us/" target="_blank">contact Zapier's Support Team</a>.<br /><br /> </p><p>Example Zaps include:</p><ul><li>When a WuFoo form is submitted (the <strong>Trigger</strong>), a new row is added to a sheet (the <strong>Action</strong>) automatically.</li><li>When a new row is created in a sheet (the <strong>Trigger</strong>), a new lead is created in Salesforce (the <strong>Action</strong>) automatically.</li><li>When a new row is created in a sheet (the <strong>Trigger</strong>), a new customer case is created in Desk.com (the <strong>Action</strong>) automatically.</li></ul><p>You can integrate hundreds of web applications with Zapier (check out a full list <a href="https://zapier.com/zapbook/" target="_blank">here</a>), so the sky's the limit on the types of zaps you can create to help automate your workflow.</p><p><br />Smartsheet can <strong>Trigger</strong> actions in other web services when you update a specified row or a new row is created in a specified sheet.</p><p>Other web services can trigger the following <strong>Actions</strong> to occur in Smartsheet: create a new sheet, create a new sheet from a template, share a sheet or workspace, add a row to a sheet, and send a sheet via email.</p><p>Zapier offers both free and premium services depending on how many zaps you need and how frequently they're triggered. Review <a href="https://zapier.com/app/settings/billing/plan/41" target="_blank">Zapier's pricing page</a> for more information.   </p></div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>admin</span></span> <span class="field field--name-created field--type-created field--label-hidden"><time datetime="2015-06-05T17:29:56-07:00" title="Friday, June 5, 2015 - 17:29" class="datetime">Fri, 06/05/2015 - 17:29</time> </span> <div class="micro-embedded applies-to-embedded"> <h2>PLANS</h2> <div class="help-card-body"> <div class="applies-to-products"> <ul> <li class="micro-content">Smartsheet</li> <li class="micro-content">Business</li> <li class="micro-content">Enterprise</li> </ul> </div> <div class="micro-footer"> <p>For more information about plan types and included capabilities, see the <a href="https://www.smartsheet.com/pricing">Smartsheet Plans</a> page.</p> </div> </div> </div> <div class="clearfix text-formatted field field--name-article-subhead field--type-text-long field--label-hidden field__item"><p>Zapier is a tool that helps automate tasks between web applications (such as Salesforce, Basecamp, Gmail - and of course, Smartsheet). The automations you can create in Zapier are called <strong>Zaps</strong>. </p></div> Sat, 06 Jun 2015 00:29:56 +0000 admin 2006869 at https://help.smartsheet.com Where to find information about the Smartsheet API https://help.smartsheet.com/articles/1072100-smartsheet-api-faqs <span class="field field--name-title field--type-string field--label-hidden">Where to find information about the Smartsheet API</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p>The Smartsheet API enables licensed Smartsheet users to programmatically access and manage their organization's Smartsheet account and data. It is designed to be simple and intuitive, and is based on widely accepted standards and conventions, including REST, JSON, and HTTP success and error codes. If you already have experience with other publicly available RESTful APIs, you will feel right at home.</p> <p>For more information about the Smartsheet API, including how to get support for it, please visit the <a href="https://developers.smartsheet.com/">Smartsheet Developers</a> portal.</p> </div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>admin</span></span> <span class="field field--name-created field--type-created field--label-hidden"><time datetime="2013-03-30T15:26:12-07:00" title="Saturday, March 30, 2013 - 15:26" class="datetime">Sat, 03/30/2013 - 15:26</time> </span> <div class="micro-embedded applies-to-embedded"> <h2>PLANS</h2> <div class="help-card-body"> <div class="applies-to-products"> <ul> <li class="micro-content">Smartsheet</li> <li class="micro-content">Business</li> <li class="micro-content">Enterprise</li> </ul> </div> <div class="micro-footer"> <p>For more information about plan types and included capabilities, see the <a href="https://www.smartsheet.com/pricing">Smartsheet Plans</a> page.</p> </div> </div> </div> Sat, 30 Mar 2013 22:26:12 +0000 admin 1072100 at https://help.smartsheet.com Creating Zaps in Zapier https://help.smartsheet.com/articles/2103362-creating-zaps-in-zapier <span class="field field--name-title field--type-string field--label-hidden">Creating Zaps in Zapier</span> <div class="clearfix text-formatted field field--name-body field--type-text-with-summary field--label-hidden field__item"><p> A Zap consists of a Trigger and an Action. Whenever the Trigger happens in one app, Zapier automatically performs the Action in the other app. For more general information, review our article on <a href="/articles/2006869">Smartsheet's Integration with Zapier</a>.</p><p>Below are step-by-step instructions for creating the following zaps:</p><ul><li><a href="#addrowzap">Add new rows to a sheet when updates are made elsewhere in Smartsheet</a></li><li><a href="#sendinfozap">Send information from one sheet in Smartsheet to another</a></li><li><a href="#slackzap">Send messages in Slack for new Smartsheet rows</a></li></ul><p>These are just a few examples of the endless possibilities for automating Smartsheet workflows using Zapier (check out a full list <a href="https://zapier.com/zapbook/smartsheet/" target="_blank">here</a>). If you have any questions on the types of Zaps you can create, or if you need assistance setting them up, <a href="https://zapier.com/help/contact-us/" target="_blank">contact Zapier's support team</a>.</p><hr /><h3>Adding new rows to a sheet</h3><p>This Zap automatically inserts new rows into a specified sheet when rows are updated in another sheet. If you need to update several sheets when new data is received, this Zap can make your workflow much more efficient.</p><ol><li> <a href="https://zapier.com/zapbook/zaps/2446/add-new-smartsheet-rows-for-updated-rows-elsewhere-in-smartsheet/">Launch the Zap</a> in Zapier, then select Use this Zap.</li><li>Choose your Smartsheet account from the list of accounts by clicking <strong>Use this one</strong> or connect a new account. </li><li>Select a sheet to monitor for added rows. </li><li>Choose your Smartsheet account from the list of accounts by clicking <strong>Use this one</strong> or connect a new account. The two accounts you use can be different.</li><li>Select the sheet to add rows to and decide whether you want to add the row to the top or bottom of the sheet. </li><li>Select <strong>Show advanced options</strong> to see additional field options. </li><li>Select <strong>Save + finish!</strong> to complete the Zap.</li><li>Test the Zap to make sure it works. Once you're satisfied with the results, new rows are dded to your sheet with every updated row entered in another sheet.</li></ol><p class="note">If you ever want to change this integration, just go to your <a href="https://zapier.com/app/dashboard" target="_blank">Zapier dashboard</a> and tweak anything you’d like.</p><p><a href="#top">Back to top</a></p><hr /><h3>Sending information between sheets</h3><p>This Zap automatically inserts new rows into one sheet when new rows are inserted to another sheet, making it easier to collaborate.</p><ol><li><a href="https://zapier.com/zapbook/zaps/1827/send-information-from-one-smartsheet-to-another/">Launch the Zap</a> in Zapier, then select <strong>Use this Zap</strong>.</li><li>Choose your Smartsheet account from the list of accounts by selecting <strong>Use this one</strong> or connect a new account. </li><li>Select a sheet to monitor for added rows.</li><li>Choose your Smartsheet account from the list of accounts by selecting <strong>Use this one</strong> or connect a new account. The two accounts you use can be different.</li><li>Select the sheet to add rows to and decide whether you want to add the rows to the top or bottom of the sheet.</li><li>Select <strong>Show advanced options</strong> to see additional field options. </li><li>Select <strong>Save + finish!</strong> to complete the Zap.</li><li>Test the Zap to make sure it works. Once you're satisfied with the results, new rows are added to your sheet each time new rows are inserted in another sheet.</li></ol><p class="note">If you ever want to change this integration, just go to your <a href="https://zapier.com/app/dashboard" target="_blank">Zapier dashboard</a> and tweak anything you’d like.</p><h3>Send messages in Slack for new Smartsheet rows</h3><p>When new rows are added to a sheet in Smartsheet, you can automatically send a message to a Slack channel.</p><p class="important">Using this zap requires a <a href="https://slack.com/create" target="_blank">Slack account and channel</a>.</p><ol><li><a href="https://zapier.com/apps/smartsheet/integrations/smartsheet/1827/send-information-from-one-smartsheet-to-another">Launch the Zap in Zapier,</a> then click <strong>Use this Zap</strong>.</li><li>Choose your Smartsheet account from the list of accounts by clicking <strong>Use this one</strong> or connect a new account.</li><li>Select a sheet to monitor for added rows.</li><li>Choose your Slack account from the list of accounts by clicking <strong>Use this one</strong> or connect a new account.</li><li>Select the channel which you'd like to post to and format the message text with fields from Smartsheet by selecting <strong>Insert Fields</strong>.</li><li>Select <strong>Show advanced options</strong> to see additional field options. </li><li>Select <strong>Save + finish!</strong> to complete the Zap.</li><li>Test the Zap to make sure it works. Once you're satisfied with the results, messages are posted in Slack when new rows are added to your sheet.</li></ol><p class="note">If you ever want to change this Slack and Smartsheet integration, just go to your <a href="https://zapier.com/app/dashboard" target="_blank">Zapier dashboard</a> and tweak anything you’d like.</p></div> <span class="field field--name-uid field--type-entity-reference field--label-hidden"><span>admin</span></span> <span class="field field--name-created field--type-created field--label-hidden"><time datetime="2015-08-24T16:46:48-07:00" title="Monday, August 24, 2015 - 16:46" class="datetime">Mon, 08/24/2015 - 16:46</time> </span> <div class="micro-embedded applies-to-embedded"> <h2>PLANS</h2> <div class="help-card-body"> <div class="applies-to-products"> <ul> <li class="micro-content">Smartsheet</li> <li class="micro-content">Pro</li> <li class="micro-content">Business</li> <li class="micro-content">Enterprise</li> </ul> </div> <div class="micro-footer"> <p>For more information about plan types and included capabilities, see the <a href="https://www.smartsheet.com/pricing">Smartsheet Plans</a> page.</p> </div> </div> </div> <div class="clearfix text-formatted field field--name-article-subhead field--type-text-long field--label-hidden field__item"><p>Zapier is a tool that helps automate tasks between web applications (like Salesforce, Basecamp, OneNote, Gmail - and of course, Smartsheet). The automations you can create in Zapier are called <strong>Zaps</strong>.</p></div> Mon, 24 Aug 2015 23:46:48 +0000 admin 2103362 at https://help.smartsheet.com